Kestra Private Wealth Services’s United Security Bancshares UBFO Stock Holding History

Kestra Private Wealth Services’s Portfolio UBFO Stock Details UBFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-38,820	Closed	-$408K	–	1910
2026 Q1	$408K	Buy	38,820 +461	+1%	+$4.84K	0.01%	1308
2025 Q4	$386K	Buy	38,359 +508	+1%	+$4.87K	﹤0.01%	1305
2025 Q3	$353K	Buy	37,851 +519	+1%	+$4.72K	﹤0.01%	1275
2025 Q2	$323K	Buy	37,332 +555	+2%	+$4.74K	﹤0.01%	1238
2025 Q1	$330K	Buy	36,777 +442	+1%	+$4.23K	0.01%	1153
2024 Q4	$367K	Buy	36,335 +495	+1%	+$4.62K	0.01%	1057
2024 Q3	$312K	Buy	35,840 +534	+2%	+$4.24K	0.01%	1069
2024 Q2	$256K	Buy	35,306 +578	+2%	+$4.21K	0.01%	1109
2024 Q1	$268K	Buy	34,728 +528	+2%	+$4.04K	0.01%	1058
2023 Q4	$288K	Buy	34,200 +560	+2%	+$4.38K	0.01%	967
2023 Q3	$250K	Buy	+33,640	New	+$239K	0.01%	952

Kestra Private Wealth Services's UBFO Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 38,820 shares — an estimated $408K sold.

Kestra Private Wealth Services first reported a position in UBFO in Q3 2023 and held it in 11 quarters. The position peaked at $408K in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.

Kestra Private Wealth Services reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 38,820 United Security Bancshares shares in Q2 2026, an estimated $408K.
Kestra Private Wealth Services first reported a position in United Security Bancshares in Q3 2023 and held it in 11 quarters.
Kestra Private Wealth Services's United Security Bancshares position peaked at $408K in Q1 2026.
0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.